HDV + JEPI + SPYD
See popular HDV + JEPI + SPYD splits with annual return, maximum drawdown and recovery time, and calendar-year returns, all against SPY.
Compare return, drawdown, and market performance using saved allocation backtests with matching dates and settings.
Selected allocation
- iShares Core High Dividend ETF (HDV) 30% · JPMorgan Equity Premium Income ETF (JEPI) 50% · State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) 20%
Initial $10,000 · No contributions · USD · Dividends reinvested · Monthly rebalancing · SPY benchmark · Zero trading costs · No inflation adjustment
Methodology Data sources
